APPLETON PARTNERS INC/MA: IWM position timeline

APPLETON PARTNERS INC/MA held 17,750 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 17,750 shares

   Change vs previous 13F -470 shares

   0.33% of the 13F portfolio, value $5,333,000.

   13F-HR 0001193125-26-309955 filed by APPLETON PARTNERS INC/MA
   Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 18,220 shares

   Change vs previous 13F -80 shares

   0.32% of the 13F portfolio, value $4,518,000.

   13F-HR 0001193125-26-187304 filed by APPLETON PARTNERS INC/MA
   Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 18,300 shares

   Change vs previous 13F -232 shares

   0.3% of the 13F portfolio, value $4,505,000.

   13F-HR 0001193125-26-008702 filed by APPLETON PARTNERS INC/MA
   Filed 2026-01-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 18,532 shares

   Change vs previous 13F -373 shares

   0.3% of the 13F portfolio, value $4,484,000.

   13F-HR 0001193125-25-266475 filed by APPLETON PARTNERS INC/MA
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 18,905 shares

   Change vs previous 13F -480 shares

   0.29% of the 13F portfolio, value $4,080,000.

   13F-HR 0000950123-25-006529 filed by APPLETON PARTNERS INC/MA
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 19,385 shares

   Change vs previous 13F -480 shares

   0.3% of the 13F portfolio, value $3,867,000.

   13F-HR 0000950123-25-003620 filed by APPLETON PARTNERS INC/MA
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 19,865 shares

   Change vs previous 13F -1,659 shares

   0.32% of the 13F portfolio, value $4,389,000.

   13F-HR 0000950123-25-000642 filed by APPLETON PARTNERS INC/MA
   Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 21,524 shares

   Change vs previous 13F not available

   0.35% of the 13F portfolio, value $4,755,000.

   13F-HR 0000950123-24-009449 filed by APPLETON PARTNERS INC/MA
   Filed 2024-10-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).